Agenda 01. Sage CRM Global Business Overview

02. Analyst Coverage

03. Recent Wins for Sage CRM

04. CRM Market Opportunity

05. Sage CRM Product Vision

06. Sage CRM 7.2 – Quick Recap

07. Sage CRM Product Roadmap

08. Sage CRM and Sage ERP X3

8 reasons why your

business needs

mobile CRM

Mobile CRM is here…

are you ready?

Today 89% of employees use a

mobile for work, while 67% of

companies say they would lose competitive

ground without these devices.

By 2016, more than 1.6 billion smart

mobile devices will be purchased globally.

Source Citrix (2012), CDW (2013)

Did you know 82% of organisations have a

mobile work style strategy in place?

Businesses need to adopt these technologies

to enable mobile workers to become more

effective.

Source CIO Mobility Survey (2013)

Today 68% of firms identified implementing a

mobile device management solution as a critical

or high priority.

By 2018, 70% of mobile workers will use a

tablet or a hybrid device that has tablet-like

characteristics.

Source Gartner (2012), Forrester Research (2013)

• Imagine everyone in your organisation having

immediate access - anytime, anywhere - to the

information they need, when they need it.

• Mobile CRM is designed to put detailed

customer information at your fingertips and

enable you to perform key actions quickly

wherever you are.

What is Mobile CRM?

Providing sales people with mobile device access

to CRM drives a 14.6% productivity increase

How can mobile CRM

make a difference to

your business?

Close more sales,

and in less time

With immediate access to customer

history and more, sales reps can do

business and close sales on the

road or at customer sites.

“The entire solution is available

in the cloud, providing us with

access to the information

from anywhere… keeping us

mobile and informed.”

Philip Meyer

CEO

Capsol

Capsol

Build stronger

customer

relationships

Using customer history, call notes

and case information, you can make

the most of customer visits,

strengthen relationships and

improve satisfaction.

“Our sales teams are equipped

to successfully manage their

relationships, real time.”

Matt Golby

System Manager

Hyundai Construction Equipment

Australia

Hyundai Construction Equipment Australia

Increase the

performance of

your sales team

Anywhere, anytime CRM access

means sales staff can respond to

customer requests, manage

appointments and update

opportunities on the go.

“Our sales reps in the field can

access real-time information

on the companies they call on.”

Bill Keogh

Sales Manager

Troy Industrial Solutions

Troy Belting

Increase the

productivity of

your service teams

Allowing your staff to use familiar

mobile devices can help them to

become more comfortable with

CRM and work more efficiently.

“It gives my users the ability to

get basic information while out

in the field and for a service

company that’s huge.”

Karen Snyder

CIO

American Pool

American Pool

Reduce the need

for multiple calls

from the road

Your staff can update and view

information when on the road,

avoiding the need for follow- up

calls to customers and the

office.

“The entire sales force can

now be mobile, access the

system and work with it no

matter where they are.”

Leon Nel

IT Project Manager

ATEC Security Limited

ATEC Security Limited

Reduce

paperwork

By using mobile devices to

document the outcome of

customer meetings or service

calls, staff can reduce paperwork.

“We are able to create quotes

within minutes and managers

can provide the approval online,

via a mobile device if necessary.”

Sunny Liew

Sales and Marketing Engineer

Wong Fong Engineering Works

Wong Fong Engineering Works

Reduce data errors

and increase real-

time availability

With mobile access, you can reduce

the number of sources of data

entry, resulting in reduced errors,

improved data accuracy and

increased real-time data availability.

“From the employees’ point of view, it

liberates them, particularly for staff

who are working part-time or who

have parenting responsibilities.

From a managers’ point of view I’m

giving them flexibility and you get that

back in spades.”

Eric Whitfield

Assistant Director for

Scrutiny & Monitoring

Suffolk County Council

Suffolk County Council

Deliver

exceptional

service

Keep up-to-date on critical customer

information when on the road, so

when your customers make contact

you are always in the know.

“Our sales teams are equipped

to successfully manage their

relationships [in] real-time.”

Matt Golby

System Manager

Hyundai Construction Equipment

Australia

Hyundai Construction Equipment Australia

Key Concepts and Terms

<If you have any terminology you need to define up front or key concepts to cover as a

foundation for your session, summarize them on this slide.>

#SageSummit

sagecrm.com

Learn more about

how mobile CRM can

empower your business

http://bit.ly/SCRMMobile2